Automated SDR (client onboarding)

Gmail, Google Drive, Clickup, Airtable, Slack

   

99fold | | @99foldai

 

 

 

Summary

Detailed and systemised automated workflow for Sales Development Representatives (SDR) and leads/client onboarding and nurturing, starting from client onboarding, auto processing and filtering new client data, creating shared team/client databases, and initiating new intra- and inter- personal comms for relevant team members and client.

  1. Watch for new client email
    Monitor inbox for incoming emails from new or existing clients.

  2. Download client data
    Retrieve attached documents or files from the client’s email.

  3. Filter relevant data
    Apply conditions to isolate only the necessary or actionable data.

  4. Upload filtered data to database
    Send cleaned and structured data to the appropriate database.

  5. Download relevant data
    Pull additional or related information needed for the process from a data source.

  6. Create shared database and new record
    Initialize a shared workspace and log a new entry with client data.

  7. Update team with parsed info
    Notify internal team members with the extracted and organized client information.

  8. Create shared database (Airtable)
    Generate an Airtable workspace for collaborative client or project data.

  9. Create shared database (ClickUp)
    Set up a ClickUp space for shared task and project tracking.

  10. Update team/client (Slack)
    Send automated status or data updates to team or client via Slack.

  11. Send email to team/client
    Email final results, updates, or next steps to relevant stakeholders.

 

 

Integrations

  Low-friction integration with your existing apps, workflow, and systems

 

 

Workflow

 


Step-by-step integration with existing client database apps

 



Seamlessly create a new team/client shared database that auto populates


 


Automate the entire intra- and inter- communication pipeline (Slack, Clickup, Trello, Google)

 

 

Outcomes

Tasks

Automate the process of client management and nurturing
Enhance team collaboration through shared databases
Streamline communication with clients and team members

Benefits

Efficient data management leads to quicker client onboarding and project delivery, ultimately boosting sales
Timely updates and accurate data handling enhance client satisfaction and trust Streamlined workflows reduce manual errors and save time, allowing teams to focus on strategic initiatives

 

 

Example

Example of automated workflow (replace with your own tasks/apps)

 

 

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